Home > Boston Trust Walden Company > Fiduciary and Related Services
Boston Trust Walden Company, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,378,000 | 121 |
| Number of Managed Accounts | $2,377,000 | 91 |
| Number of Non-Managed Accounts | $1,000 | 775 |
| Total fiduciary and related assets | $12,260,832,000 | 66 |
| Managed Assets ($) | $12,259,670,000 | 45 |
| Non-managed Assets ($) | $1,162,000 | 684 |
| Memoranda | ||
| Gross Fiduciary activities income | $51,027,000 | 66 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,367,000 | 117 |
| Number of Managed Accounts | $2,366,000 | 92 |
| Number of Non-Managed Accounts | $1,000 | 361 |
| Total fiduciary and related assets | $11,186,211,000 | 69 |
| Managed Assets ($) | $11,185,063,000 | 47 |
| Non-managed Assets ($) | $1,148,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,538,000 | 68 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,368,000 | 116 |
| Number of Managed Accounts | $2,367,000 | 89 |
| Number of Non-Managed Accounts | $1,000 | 426 |
| Total fiduciary and related assets | $11,465,587,000 | 68 |
| Managed Assets ($) | $11,464,453,000 | 45 |
| Non-managed Assets ($) | $1,134,000 | 418 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,985,000 | 65 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,359,000 | 124 |
| Number of Managed Accounts | $2,358,000 | 97 |
| Number of Non-Managed Accounts | $1,000 | 367 |
| Total fiduciary and related assets | $11,058,814,000 | 74 |
| Managed Assets ($) | $11,057,693,000 | 48 |
| Non-managed Assets ($) | $1,121,000 | 364 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,357,000 | 69 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,341,000 | 126 |
| Number of Managed Accounts | $2,340,000 | 97 |
| Number of Non-Managed Accounts | $1,000 | 816 |
| Total fiduciary and related assets | $10,818,720,000 | 73 |
| Managed Assets ($) | $10,817,610,000 | 48 |
| Non-managed Assets ($) | $1,110,000 | 717 |
| Memoranda | ||
| Gross Fiduciary activities income | $48,044,000 | 68 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,322,000 | 125 |
| Number of Managed Accounts | $2,321,000 | 100 |
| Number of Non-Managed Accounts | $1,000 | 376 |
| Total fiduciary and related assets | $9,941,044,000 | 77 |
| Managed Assets ($) | $9,939,941,000 | 49 |
| Non-managed Assets ($) | $1,103,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $35,824,000 | 69 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,331,000 | 110 |
| Number of Managed Accounts | $2,330,000 | 92 |
| Number of Non-Managed Accounts | $1,000 | 404 |
| Total fiduciary and related assets | $10,347,713,000 | 61 |
| Managed Assets ($) | $10,346,614,000 | 41 |
| Non-managed Assets ($) | $1,099,000 | 403 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,476,000 | 56 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,308,000 | 111 |
| Number of Managed Accounts | $2,307,000 | 95 |
| Number of Non-Managed Accounts | $1,000 | 340 |
| Total fiduciary and related assets | $11,656,174,000 | 60 |
| Managed Assets ($) | $11,655,075,000 | 38 |
| Non-managed Assets ($) | $1,099,000 | 336 |
| Memoranda | ||
| Gross Fiduciary activities income | $12,461,000 | 55 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,303,000 | 113 |
| Number of Managed Accounts | $2,302,000 | 93 |
| Number of Non-Managed Accounts | $1,000 | 792 |
| Total fiduciary and related assets | $12,061,370,000 | 58 |
| Managed Assets ($) | $12,060,270,000 | 38 |
| Non-managed Assets ($) | $1,100,000 | 695 |
| Memoranda | ||
| Gross Fiduciary activities income | $49,421,000 | 54 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,281,000 | 114 |
| Number of Managed Accounts | $2,281,000 | 95 |
| Number of Non-Managed Accounts | $0 | 330 |
| Total fiduciary and related assets | $11,145,034,000 | 59 |
| Managed Assets ($) | $11,145,034,000 | 39 |
| Non-managed Assets ($) | $0 | 330 |
| Memoranda | ||
| Gross Fiduciary activities income | $36,193,000 | 54 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,273,000 | 114 |
| Number of Managed Accounts | $2,273,000 | 96 |
| Number of Non-Managed Accounts | $0 | 396 |
| Total fiduciary and related assets | $11,109,015,000 | 58 |
| Managed Assets ($) | $11,109,015,000 | 40 |
| Non-managed Assets ($) | $0 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,666,000 | 55 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,260,000 | 116 |
| Number of Managed Accounts | $2,260,000 | 97 |
| Number of Non-Managed Accounts | $0 | 333 |
| Total fiduciary and related assets | $10,481,329,000 | 58 |
| Managed Assets ($) | $10,481,329,000 | 40 |
| Non-managed Assets ($) | $0 | 332 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,656,000 | 55 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,250,000 | 120 |
| Number of Managed Accounts | $2,250,000 | 98 |
| Number of Non-Managed Accounts | $0 | 874 |
| Total fiduciary and related assets | $10,021,211,000 | 59 |
| Managed Assets ($) | $10,021,211,000 | 41 |
| Non-managed Assets ($) | $0 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $38,807,000 | 58 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,218,000 | 118 |
| Number of Managed Accounts | $2,218,000 | 98 |
| Number of Non-Managed Accounts | $0 | 335 |
| Total fiduciary and related assets | $8,981,555,000 | 61 |
| Managed Assets ($) | $8,981,555,000 | 42 |
| Non-managed Assets ($) | $0 | 335 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,899,000 | 61 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,197,000 | 119 |
| Number of Managed Accounts | $2,197,000 | 101 |
| Number of Non-Managed Accounts | $0 | 391 |
| Total fiduciary and related assets | $8,546,425,000 | 61 |
| Managed Assets ($) | $8,546,425,000 | 42 |
| Non-managed Assets ($) | $0 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $18,082,000 | 63 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,170,000 | 120 |
| Number of Managed Accounts | $2,170,000 | 100 |
| Number of Non-Managed Accounts | $0 | 338 |
| Total fiduciary and related assets | $7,600,157,000 | 62 |
| Managed Assets ($) | $7,600,157,000 | 43 |
| Non-managed Assets ($) | $0 | 338 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,794,000 | 63 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,145,000 | 126 |
| Number of Managed Accounts | $2,145,000 | 103 |
| Number of Non-Managed Accounts | $0 | 902 |
| Total fiduciary and related assets | $9,273,733,000 | 60 |
| Managed Assets ($) | $9,273,733,000 | 40 |
| Non-managed Assets ($) | $0 | 897 |
| Memoranda | ||
| Gross Fiduciary activities income | $37,439,000 | 61 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,148,000 | 122 |
| Number of Managed Accounts | $2,146,000 | 101 |
| Number of Non-Managed Accounts | $2,000 | 332 |
| Total fiduciary and related assets | $8,703,943,000 | 62 |
| Managed Assets ($) | $8,703,769,000 | 43 |
| Non-managed Assets ($) | $174,000 | 340 |
| Memoranda | ||
| Gross Fiduciary activities income | $27,318,000 | 63 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,136,000 | 123 |
| Number of Managed Accounts | $2,134,000 | 101 |
| Number of Non-Managed Accounts | $2,000 | 370 |
| Total fiduciary and related assets | $8,454,980,000 | 61 |
| Managed Assets ($) | $8,454,808,000 | 42 |
| Non-managed Assets ($) | $172,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,791,000 | 62 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,122,000 | 125 |
| Number of Managed Accounts | $2,120,000 | 102 |
| Number of Non-Managed Accounts | $2,000 | 376 |
| Total fiduciary and related assets | $8,130,974,000 | 61 |
| Managed Assets ($) | $8,130,569,000 | 42 |
| Non-managed Assets ($) | $405,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,616,000 | 62 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,103,000 | 125 |
| Number of Managed Accounts | $2,101,000 | 101 |
| Number of Non-Managed Accounts | $2,000 | 831 |
| Total fiduciary and related assets | $7,109,044,000 | 64 |
| Managed Assets ($) | $7,108,650,000 | 44 |
| Non-managed Assets ($) | $394,000 | 813 |
| Memoranda | ||
| Gross Fiduciary activities income | $33,220,000 | 61 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,096,000 | 122 |
| Number of Managed Accounts | $2,094,000 | 98 |
| Number of Non-Managed Accounts | $2,000 | 377 |
| Total fiduciary and related assets | $7,903,194,000 | 63 |
| Managed Assets ($) | $7,902,506,000 | 42 |
| Non-managed Assets ($) | $688,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,160,000 | 61 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,083,000 | 122 |
| Number of Managed Accounts | $2,081,000 | 96 |
| Number of Non-Managed Accounts | $2,000 | 379 |
| Total fiduciary and related assets | $7,506,689,000 | 63 |
| Managed Assets ($) | $7,505,968,000 | 42 |
| Non-managed Assets ($) | $721,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,517,000 | 61 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,155,000 | 116 |
| Number of Managed Accounts | $2,153,000 | 95 |
| Number of Non-Managed Accounts | $2,000 | 380 |
| Total fiduciary and related assets | $7,391,657,000 | 65 |
| Managed Assets ($) | $7,390,963,000 | 42 |
| Non-managed Assets ($) | $694,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,163,000 | 62 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,137,000 | 117 |
| Number of Managed Accounts | $2,135,000 | 97 |
| Number of Non-Managed Accounts | $2,000 | 857 |
| Total fiduciary and related assets | $7,507,301,000 | 64 |
| Managed Assets ($) | $7,506,548,000 | 41 |
| Non-managed Assets ($) | $753,000 | 806 |
| Memoranda | ||
| Gross Fiduciary activities income | $32,004,000 | 61 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,126,000 | 117 |
| Number of Managed Accounts | $2,124,000 | 98 |
| Number of Non-Managed Accounts | $2,000 | 371 |
| Total fiduciary and related assets | $7,120,808,000 | 65 |
| Managed Assets ($) | $7,120,102,000 | 42 |
| Non-managed Assets ($) | $706,000 | 375 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,752,000 | 61 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,117,000 | 112 |
| Number of Managed Accounts | $2,115,000 | 93 |
| Number of Non-Managed Accounts | $2,000 | 379 |
| Total fiduciary and related assets | $6,968,749,000 | 63 |
| Managed Assets ($) | $6,967,633,000 | 43 |
| Non-managed Assets ($) | $1,116,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,928,000 | 61 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,059,000 | 112 |
| Number of Managed Accounts | $2,057,000 | 93 |
| Number of Non-Managed Accounts | $2,000 | 381 |
| Total fiduciary and related assets | $7,095,535,000 | 62 |
| Managed Assets ($) | $7,094,305,000 | 42 |
| Non-managed Assets ($) | $1,230,000 | 382 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,967,000 | 61 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,029,000 | 116 |
| Number of Managed Accounts | $2,027,000 | 93 |
| Number of Non-Managed Accounts | $2,000 | 897 |
| Total fiduciary and related assets | $6,988,504,000 | 62 |
| Managed Assets ($) | $6,987,321,000 | 43 |
| Non-managed Assets ($) | $1,183,000 | 805 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,267,000 | 60 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,023,000 | 113 |
| Number of Managed Accounts | $2,021,000 | 92 |
| Number of Non-Managed Accounts | $2,000 | 388 |
| Total fiduciary and related assets | $6,727,186,000 | 62 |
| Managed Assets ($) | $6,726,034,000 | 44 |
| Non-managed Assets ($) | $1,152,000 | 387 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,423,000 | 61 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,041,000 | 112 |
| Number of Managed Accounts | $2,039,000 | 93 |
| Number of Non-Managed Accounts | $2,000 | 391 |
| Total fiduciary and related assets | $6,571,629,000 | 62 |
| Managed Assets ($) | $6,570,437,000 | 44 |
| Non-managed Assets ($) | $1,192,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,828,000 | 62 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,021,000 | 115 |
| Number of Managed Accounts | $2,019,000 | 95 |
| Number of Non-Managed Accounts | $2,000 | 391 |
| Total fiduciary and related assets | $6,441,411,000 | 63 |
| Managed Assets ($) | $6,440,231,000 | 44 |
| Non-managed Assets ($) | $1,180,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,343,000 | 62 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,022,000 | 118 |
| Number of Managed Accounts | $2,020,000 | 91 |
| Number of Non-Managed Accounts | $2,000 | 931 |
| Total fiduciary and related assets | $6,261,558,000 | 63 |
| Managed Assets ($) | $6,259,439,000 | 43 |
| Non-managed Assets ($) | $2,119,000 | 765 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,408,000 | 63 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,022,000 | 116 |
| Number of Managed Accounts | $2,021,000 | 91 |
| Number of Non-Managed Accounts | $1,000 | 393 |
| Total fiduciary and related assets | $6,114,963,000 | 63 |
| Managed Assets ($) | $6,114,627,000 | 44 |
| Non-managed Assets ($) | $336,000 | 391 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,204,000 | 63 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,010,000 | 117 |
| Number of Managed Accounts | $2,009,000 | 92 |
| Number of Non-Managed Accounts | $1,000 | 397 |
| Total fiduciary and related assets | $6,469,241,000 | 64 |
| Managed Assets ($) | $6,468,905,000 | 46 |
| Non-managed Assets ($) | $336,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,096,000 | 63 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,981,000 | 118 |
| Number of Managed Accounts | $1,980,000 | 95 |
| Number of Non-Managed Accounts | $1,000 | 399 |
| Total fiduciary and related assets | $6,603,102,000 | 65 |
| Managed Assets ($) | $6,602,766,000 | 46 |
| Non-managed Assets ($) | $336,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,537,000 | 64 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,969,000 | 121 |
| Number of Managed Accounts | $1,968,000 | 94 |
| Number of Non-Managed Accounts | $1,000 | 1,018 |
| Total fiduciary and related assets | $6,586,825,000 | 63 |
| Managed Assets ($) | $6,586,489,000 | 45 |
| Non-managed Assets ($) | $336,000 | 950 |
| Memoranda | ||
| Gross Fiduciary activities income | $31,177,000 | 60 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,975,000 | 116 |
| Number of Managed Accounts | $1,974,000 | 92 |
| Number of Non-Managed Accounts | $1,000 | 395 |
| Total fiduciary and related assets | $6,469,495,000 | 63 |
| Managed Assets ($) | $6,469,159,000 | 45 |
| Non-managed Assets ($) | $336,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,571,000 | 59 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,991,000 | 114 |
| Number of Managed Accounts | $1,990,000 | 90 |
| Number of Non-Managed Accounts | $1,000 | 396 |
| Total fiduciary and related assets | $6,774,442,000 | 61 |
| Managed Assets ($) | $6,774,105,000 | 44 |
| Non-managed Assets ($) | $337,000 | 393 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,084,000 | 59 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,993,000 | 115 |
| Number of Managed Accounts | $1,992,000 | 90 |
| Number of Non-Managed Accounts | $1,000 | 401 |
| Total fiduciary and related assets | $6,782,951,000 | 62 |
| Managed Assets ($) | $6,782,614,000 | 44 |
| Non-managed Assets ($) | $337,000 | 398 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,918,000 | 60 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,003,000 | 117 |
| Number of Managed Accounts | $2,002,000 | 89 |
| Number of Non-Managed Accounts | $1,000 | 1,052 |
| Total fiduciary and related assets | $6,849,031,000 | 62 |
| Managed Assets ($) | $6,848,694,000 | 44 |
| Non-managed Assets ($) | $337,000 | 971 |
| Memoranda | ||
| Gross Fiduciary activities income | $30,587,000 | 60 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,002,000 | 112 |
| Number of Managed Accounts | $2,001,000 | 86 |
| Number of Non-Managed Accounts | $1,000 | 384 |
| Total fiduciary and related assets | $6,565,768,000 | 63 |
| Managed Assets ($) | $6,565,431,000 | 44 |
| Non-managed Assets ($) | $337,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $22,585,000 | 61 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,999,000 | 112 |
| Number of Managed Accounts | $1,996,000 | 85 |
| Number of Non-Managed Accounts | $3,000 | 375 |
| Total fiduciary and related assets | $6,305,128,000 | 62 |
| Managed Assets ($) | $6,288,480,000 | 45 |
| Non-managed Assets ($) | $16,648,000 | 329 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,891,000 | 62 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,002,000 | 114 |
| Number of Managed Accounts | $1,999,000 | 84 |
| Number of Non-Managed Accounts | $3,000 | 377 |
| Total fiduciary and related assets | $6,279,346,000 | 63 |
| Managed Assets ($) | $6,262,698,000 | 45 |
| Non-managed Assets ($) | $16,648,000 | 331 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,463,000 | 59 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,982,000 | 114 |
| Number of Managed Accounts | $1,979,000 | 81 |
| Number of Non-Managed Accounts | $3,000 | 996 |
| Total fiduciary and related assets | $5,744,653,000 | 63 |
| Managed Assets ($) | $5,728,006,000 | 45 |
| Non-managed Assets ($) | $16,647,000 | 518 |
| Memoranda | ||
| Gross Fiduciary activities income | $25,107,000 | 62 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,001,000 | 108 |
| Number of Managed Accounts | $1,998,000 | 80 |
| Number of Non-Managed Accounts | $3,000 | 360 |
| Total fiduciary and related assets | $5,494,804,000 | 63 |
| Managed Assets ($) | $5,478,159,000 | 44 |
| Non-managed Assets ($) | $16,645,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,109,000 | 54 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,975,000 | 106 |
| Number of Managed Accounts | $1,972,000 | 79 |
| Number of Non-Managed Accounts | $3,000 | 364 |
| Total fiduciary and related assets | $5,194,932,000 | 65 |
| Managed Assets ($) | $5,178,289,000 | 45 |
| Non-managed Assets ($) | $16,643,000 | 316 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,812,000 | 56 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,957,000 | 110 |
| Number of Managed Accounts | $1,954,000 | 80 |
| Number of Non-Managed Accounts | $3,000 | 363 |
| Total fiduciary and related assets | $5,376,788,000 | 65 |
| Managed Assets ($) | $5,360,117,000 | 45 |
| Non-managed Assets ($) | $16,671,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,996,000 | 54 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,968,000 | 113 |
| Number of Managed Accounts | $1,964,000 | 78 |
| Number of Non-Managed Accounts | $4,000 | 973 |
| Total fiduciary and related assets | $5,022,964,000 | 64 |
| Managed Assets ($) | $5,005,425,000 | 45 |
| Non-managed Assets ($) | $17,539,000 | 504 |
| Memoranda | ||
| Gross Fiduciary activities income | $29,022,000 | 49 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,962,000 | 106 |
| Number of Managed Accounts | $1,957,000 | 80 |
| Number of Non-Managed Accounts | $5,000 | 372 |
| Total fiduciary and related assets | $4,606,149,000 | 67 |
| Managed Assets ($) | $4,585,060,000 | 48 |
| Non-managed Assets ($) | $21,089,000 | 309 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,842,000 | 50 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,949,000 | 108 |
| Number of Managed Accounts | $1,943,000 | 82 |
| Number of Non-Managed Accounts | $6,000 | 372 |
| Total fiduciary and related assets | $5,286,394,000 | 66 |
| Managed Assets ($) | $5,264,631,000 | 48 |
| Non-managed Assets ($) | $21,763,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,066,000 | 47 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,945,000 | 104 |
| Number of Managed Accounts | $1,939,000 | 78 |
| Number of Non-Managed Accounts | $6,000 | 374 |
| Total fiduciary and related assets | $5,197,457,000 | 66 |
| Managed Assets ($) | $5,175,695,000 | 49 |
| Non-managed Assets ($) | $21,762,000 | 314 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,217,000 | 45 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,936,000 | 111 |
| Number of Managed Accounts | $1,930,000 | 81 |
| Number of Non-Managed Accounts | $6,000 | 966 |
| Total fiduciary and related assets | $4,996,977,000 | 67 |
| Managed Assets ($) | $4,975,196,000 | 50 |
| Non-managed Assets ($) | $21,781,000 | 476 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,450,000 | 53 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,944,000 | 105 |
| Number of Managed Accounts | $1,937,000 | 79 |
| Number of Non-Managed Accounts | $7,000 | 366 |
| Total fiduciary and related assets | $4,525,202,000 | 69 |
| Managed Assets ($) | $4,503,417,000 | 50 |
| Non-managed Assets ($) | $21,785,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $17,601,000 | 55 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,936,000 | 105 |
| Number of Managed Accounts | $1,929,000 | 79 |
| Number of Non-Managed Accounts | $7,000 | 363 |
| Total fiduciary and related assets | $4,194,986,000 | 72 |
| Managed Assets ($) | $4,173,201,000 | 51 |
| Non-managed Assets ($) | $21,785,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,484,000 | 54 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,940,000 | 106 |
| Number of Managed Accounts | $1,933,000 | 80 |
| Number of Non-Managed Accounts | $7,000 | 369 |
| Total fiduciary and related assets | $4,392,181,000 | 71 |
| Managed Assets ($) | $4,369,896,000 | 52 |
| Non-managed Assets ($) | $22,285,000 | 308 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,656,000 | 53 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,930,000 | 114 |
| Number of Managed Accounts | $1,920,000 | 86 |
| Number of Non-Managed Accounts | $10,000 | 903 |
| Total fiduciary and related assets | $4,117,559,000 | 74 |
| Managed Assets ($) | $4,095,125,000 | 53 |
| Non-managed Assets ($) | $22,434,000 | 476 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,093,000 | 60 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,953,000 | 109 |
| Number of Managed Accounts | $1,938,000 | 86 |
| Number of Non-Managed Accounts | $15,000 | 328 |
| Total fiduciary and related assets | $3,979,067,000 | 74 |
| Managed Assets ($) | $3,950,123,000 | 53 |
| Non-managed Assets ($) | $28,944,000 | 279 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,562,000 | 61 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,953,000 | 108 |
| Number of Managed Accounts | $1,936,000 | 85 |
| Number of Non-Managed Accounts | $17,000 | 330 |
| Total fiduciary and related assets | $3,696,350,000 | 77 |
| Managed Assets ($) | $3,660,476,000 | 54 |
| Non-managed Assets ($) | $35,874,000 | 272 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,188,000 | 62 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,123,000 | 103 |
| Number of Managed Accounts | $2,102,000 | 80 |
| Number of Non-Managed Accounts | $21,000 | 314 |
| Total fiduciary and related assets | $3,353,227,000 | 78 |
| Managed Assets ($) | $3,317,559,000 | 55 |
| Non-managed Assets ($) | $35,668,000 | 268 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,433,000 | 62 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,127,000 | 116 |
| Number of Managed Accounts | $2,104,000 | 82 |
| Number of Non-Managed Accounts | $23,000 | 732 |
| Total fiduciary and related assets | $3,598,480,000 | 81 |
| Managed Assets ($) | $3,559,662,000 | 55 |
| Non-managed Assets ($) | $38,818,000 | 354 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,690,000 | 60 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,124,000 | 107 |
| Number of Managed Accounts | $2,099,000 | 82 |
| Number of Non-Managed Accounts | $25,000 | 324 |
| Total fiduciary and related assets | $4,072,359,000 | 81 |
| Managed Assets ($) | $4,027,200,000 | 54 |
| Non-managed Assets ($) | $45,159,000 | 282 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,960,000 | 61 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,124,000 | 110 |
| Number of Managed Accounts | $2,100,000 | 82 |
| Number of Non-Managed Accounts | $24,000 | 331 |
| Total fiduciary and related assets | $4,209,140,000 | 82 |
| Managed Assets ($) | $4,154,803,000 | 58 |
| Non-managed Assets ($) | $54,337,000 | 277 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,515,000 | 64 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,472,000 | 96 |
| Number of Managed Accounts | $2,472,000 | 72 |
| Number of Non-Managed Accounts | $0 | 433 |
| Total fiduciary and related assets | $4,028,164,000 | 87 |
| Managed Assets ($) | $4,028,164,000 | 57 |
| Non-managed Assets ($) | $0 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,035,000 | 63 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,299,000 | 104 |
| Number of Managed Accounts | $2,299,000 | 76 |
| Number of Non-Managed Accounts | $0 | 1,300 |
| Total fiduciary and related assets | $4,219,345,000 | 82 |
| Managed Assets ($) | $4,219,345,000 | 58 |
| Non-managed Assets ($) | $0 | 1,291 |
| Memoranda | ||
| Gross Fiduciary activities income | $21,769,000 | 63 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,200,000 | 105 |
| Number of Managed Accounts | $2,196,000 | 75 |
| Number of Non-Managed Accounts | $4,000 | 391 |
| Total fiduciary and related assets | $4,195,811,000 | 83 |
| Managed Assets ($) | $4,192,735,000 | 57 |
| Non-managed Assets ($) | $3,076,000 | 383 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,050,000 | 63 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,135,000 | 109 |
| Number of Managed Accounts | $2,131,000 | 79 |
| Number of Non-Managed Accounts | $4,000 | 399 |
| Total fiduciary and related assets | $4,074,130,000 | 89 |
| Managed Assets ($) | $4,071,087,000 | 59 |
| Non-managed Assets ($) | $3,043,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,589,000 | 66 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,103,000 | 108 |
| Number of Managed Accounts | $2,099,000 | 77 |
| Number of Non-Managed Accounts | $4,000 | 399 |
| Total fiduciary and related assets | $3,956,869,000 | 88 |
| Managed Assets ($) | $3,953,483,000 | 58 |
| Non-managed Assets ($) | $3,386,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,195,000 | 66 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,086,000 | 113 |
| Number of Managed Accounts | $2,082,000 | 77 |
| Number of Non-Managed Accounts | $4,000 | 1,095 |
| Total fiduciary and related assets | $4,027,375,000 | 84 |
| Managed Assets ($) | $4,024,288,000 | 57 |
| Non-managed Assets ($) | $3,087,000 | 849 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,907,000 | 67 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,101,000 | 112 |
| Number of Managed Accounts | $2,097,000 | 83 |
| Number of Non-Managed Accounts | $4,000 | 385 |
| Total fiduciary and related assets | $3,855,433,000 | 87 |
| Managed Assets ($) | $3,852,343,000 | 62 |
| Non-managed Assets ($) | $3,090,000 | 377 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,534,000 | 72 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,125,000 | 113 |
| Number of Managed Accounts | $2,121,000 | 85 |
| Number of Non-Managed Accounts | $4,000 | 388 |
| Total fiduciary and related assets | $3,869,630,000 | 91 |
| Managed Assets ($) | $3,866,606,000 | 66 |
| Non-managed Assets ($) | $3,024,000 | 381 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,378,000 | 77 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,127,000 | 113 |
| Number of Managed Accounts | $2,123,000 | 83 |
| Number of Non-Managed Accounts | $4,000 | 395 |
| Total fiduciary and related assets | $3,986,982,000 | 91 |
| Managed Assets ($) | $3,983,933,000 | 64 |
| Non-managed Assets ($) | $3,049,000 | 386 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,182,000 | 75 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,155,000 | 118 |
| Number of Managed Accounts | $2,151,000 | 85 |
| Number of Non-Managed Accounts | $4,000 | 1,127 |
| Total fiduciary and related assets | $4,002,754,000 | 91 |
| Managed Assets ($) | $3,999,666,000 | 66 |
| Non-managed Assets ($) | $3,088,000 | 869 |
| Memoranda | ||
| Gross Fiduciary activities income | $20,267,000 | 72 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,146,000 | 110 |
| Number of Managed Accounts | $2,142,000 | 82 |
| Number of Non-Managed Accounts | $4,000 | 386 |
| Total fiduciary and related assets | $3,714,335,000 | 92 |
| Managed Assets ($) | $3,711,238,000 | 69 |
| Non-managed Assets ($) | $3,097,000 | 378 |
| Memoranda | ||
| Gross Fiduciary activities income | $14,957,000 | 74 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,123,000 | 108 |
| Number of Managed Accounts | $2,119,000 | 80 |
| Number of Non-Managed Accounts | $4,000 | 403 |
| Total fiduciary and related assets | $3,697,784,000 | 91 |
| Managed Assets ($) | $3,694,631,000 | 67 |
| Non-managed Assets ($) | $3,153,000 | 395 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,999,000 | 73 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,125,000 | 113 |
| Number of Managed Accounts | $2,121,000 | 84 |
| Number of Non-Managed Accounts | $4,000 | 407 |
| Total fiduciary and related assets | $3,699,438,000 | 93 |
| Managed Assets ($) | $3,696,359,000 | 70 |
| Non-managed Assets ($) | $3,079,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,042,000 | 77 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,154,000 | 121 |
| Number of Managed Accounts | $2,150,000 | 85 |
| Number of Non-Managed Accounts | $4,000 | 1,139 |
| Total fiduciary and related assets | $3,830,592,000 | 94 |
| Managed Assets ($) | $3,827,435,000 | 69 |
| Non-managed Assets ($) | $3,157,000 | 868 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,988,000 | 122 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,169,000 | 112 |
| Number of Managed Accounts | $2,165,000 | 79 |
| Number of Non-Managed Accounts | $4,000 | 398 |
| Total fiduciary and related assets | $3,529,121,000 | 96 |
| Managed Assets ($) | $3,525,956,000 | 70 |
| Non-managed Assets ($) | $3,165,000 | 390 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,285,000 | 203 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,176,000 | 112 |
| Number of Managed Accounts | $2,171,000 | 79 |
| Number of Non-Managed Accounts | $5,000 | 400 |
| Total fiduciary and related assets | $3,612,339,000 | 98 |
| Managed Assets ($) | $3,609,258,000 | 68 |
| Non-managed Assets ($) | $3,081,000 | 396 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,826,000 | 85 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,192,000 | 110 |
| Number of Managed Accounts | $2,187,000 | 80 |
| Number of Non-Managed Accounts | $5,000 | 406 |
| Total fiduciary and related assets | $3,620,833,000 | 96 |
| Managed Assets ($) | $3,617,658,000 | 69 |
| Non-managed Assets ($) | $3,175,000 | 401 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,403,000 | 82 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,199,000 | 123 |
| Number of Managed Accounts | $2,190,000 | 87 |
| Number of Non-Managed Accounts | $9,000 | 1,027 |
| Total fiduciary and related assets | $3,554,693,000 | 100 |
| Managed Assets ($) | $3,551,554,000 | 70 |
| Non-managed Assets ($) | $3,139,000 | 900 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,131,000 | 85 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,203,000 | 121 |
| Number of Managed Accounts | $2,192,000 | 85 |
| Number of Non-Managed Accounts | $11,000 | 395 |
| Total fiduciary and related assets | $3,365,097,000 | 105 |
| Managed Assets ($) | $3,361,957,000 | 72 |
| Non-managed Assets ($) | $3,140,000 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $11,930,000 | 87 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,209,000 | 122 |
| Number of Managed Accounts | $2,198,000 | 84 |
| Number of Non-Managed Accounts | $11,000 | 400 |
| Total fiduciary and related assets | $3,247,856,000 | 104 |
| Managed Assets ($) | $3,244,067,000 | 72 |
| Non-managed Assets ($) | $3,789,000 | 411 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,621,000 | 91 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,185,000 | 129 |
| Number of Managed Accounts | $2,173,000 | 90 |
| Number of Non-Managed Accounts | $12,000 | 411 |
| Total fiduciary and related assets | $2,978,400,000 | 108 |
| Managed Assets ($) | $2,974,678,000 | 76 |
| Non-managed Assets ($) | $3,722,000 | 422 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,671,000 | 94 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,245,000 | 133 |
| Number of Managed Accounts | $2,238,000 | 94 |
| Number of Non-Managed Accounts | $7,000 | 1,091 |
| Total fiduciary and related assets | $3,057,883,000 | 108 |
| Managed Assets ($) | $3,054,140,000 | 77 |
| Non-managed Assets ($) | $3,743,000 | 874 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,878,000 | 90 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,248,000 | 114 |
| Number of Managed Accounts | $2,232,000 | 85 |
| Number of Non-Managed Accounts | $16,000 | 886 |
| Total fiduciary and related assets | $3,462,426,000 | 92 |
| Managed Assets ($) | $3,438,891,000 | 70 |
| Non-managed Assets ($) | $23,535,000 | 467 |
| Memoranda | ||
| Gross Fiduciary activities income | $15,729,000 | 90 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $18,231,000 | 96 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $15,288,000 | 105 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $13,059,000 | 116 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $12,679,000 | 121 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $13,369,000 | 130 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $14,482,000 | 120 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $15,848,000 | 110 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $12,615,000 | 126 |